Succession Planning By Stef Dolan on June 5, 2024June 5, 2024 Succession planning is a critical yet often overlooked aspect of a financial advisor’s practice. While we dedicate ourselves to helping… Read More
Economic & Market Report: Hot Stock Summer By Eric Parnell, CFA on June 3, 2024June 3, 2024 The summer season is now officially underway. And despite robust gains already this year, capital markets are primed and ready… Read More
Advisor Edge: The GVA Way – Episode 3 By Stef Dolan on May 30, 2024October 2, 2024 Episode 3 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Marketing… Read More
Market Insights with Eric: Episode 26, May 29th, 2024 By Eric Parnell, CFA on May 30, 2024May 30, 2024 In this episode, Eric discusses optimism about the equities market as we head into summer. Great Valley Advisor Group… Read More
Economic & Market Report: Why Meme Stocks Matter By Eric Parnell, CFA on May 28, 2024May 28, 2024 It seems like a frivolous stock market novelty. Companies like GameStop and AMC Entertainment with their relatively small market caps… Read More
Market Insights with Eric: Episode 25, May 21st, 2024 By Eric Parnell, CFA on May 21, 2024May 21, 2024 In this episode, Eric discusses the diversification benefit of bonds in an overall allocation portfolio. Great Valley Advisor Group… Read More
Economic & Market Report: Cool Runnings By Eric Parnell, CFA on May 20, 2024May 20, 2024 It has been a primary downside risk for financial markets for more than a year now. But after repeatedly coming… Read More
Economic & Market Report: Breakout By Eric Parnell, CFA on May 13, 2024May 13, 2024 The U.S. stock market got off to a bumpy start in 2024 Q2. No sooner did the calendar flip to… Read More
The Affiliated Advisor By Stef Dolan on May 9, 2024May 9, 2024 Financial advisors always look for ways to build and grow their businesses while providing unparalleled client service. Many financial advisors… Read More
Economic & Market Report: S&P’s Eleven By Eric Parnell, CFA on May 6, 2024May 6, 2024 A passing glance at the U.S. market might make an investor think that it’s all about technology stocks all of… Read More
Market Insights with Eric: Episode 24, May 1st, 2024 By Eric Parnell, CFA on May 1, 2024May 1, 2024 This week Eric discusses the long overdue stock market correction from early April, and the recent rally at the end… Read More
Advisor Edge: The GVA Way – Episode 2 By Stef Dolan on April 26, 2024October 2, 2024 Episode 2 of our podcast “Advisor Edge: The GVA Way” is now live! James Spinelli, ChFC®, AIF® invites our Business… Read More